HHM Wealth Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

HHM Wealth Advisors’s Portfolio BHRB Stock Details BHRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.2K	Hold	560	–	–	﹤0.01%	417
2026 Q1	$34.9K	Hold	560	–	–	﹤0.01%	416
2025 Q4	$34.9K	Hold	560	–	–	﹤0.01%	415
2025 Q3	$34.5K	Hold	560	–	–	﹤0.01%	430
2025 Q2	$33.4K	Hold	560	–	–	﹤0.01%	432
2025 Q1	$31.4K	Hold	560	–	–	﹤0.01%	440
2024 Q4	$34.9K	Hold	560	–	–	﹤0.01%	414
2024 Q3	$34.2K	Hold	560	–	–	﹤0.01%	386
2024 Q2	$28.5K	Buy	+560	New	+$28.5K	﹤0.01%	407

Other funds holding BHRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HCM

Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return

BHBT

Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return

HHM Wealth Advisors's BHRB Position: Q2 2026 in Review

HHM Wealth Advisors held its Burke & Herbert Financial Services Corp (BHRB) position steady in Q2 2026 at 560 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

HHM Wealth Advisors first reported a position in BHRB in Q2 2024 and has held it in 9 quarters since. 207 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

HHM Wealth Advisors held 560 shares of Burke & Herbert Financial Services Corp worth $40.2K as of Q2 2026.
HHM Wealth Advisors left its Burke & Herbert Financial Services Corp share count unchanged in Q2 2026.
Burke & Herbert Financial Services Corp made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #417 holding.
HHM Wealth Advisors first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 9 quarters since.
207 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.